+32.4%
SWKS vs UUUU
+458.0%
-425.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.8% | -9.0% | -0.7% |
| 7D | -2.7% | -1.1% | -1.7% | -2.7% |
| 30D | +8.5% | -26.6% | +35.1% | +13.3% |
| 3M | +17.3% | -48.3% | +65.6% | +28.3% |
| 6M | +25.1% | -65.8% | +90.9% | +44.9% |
| YTD | +33.3% | -49.7% | +83.1% | +40.0% |
| 1Y | +22.9% | -53.3% | +76.2% | +29.8% |
| 3Y | +5.5% | -7.4% | +12.9% | -8.9% |
| 5Y | -41.9% | -33.4% | -8.5% | -50.1% |
| 10Y | +32.4% | +441.5% | -409.1% | -26.5% |
| All | +32.4% | +458.0% | -425.6% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling